Team permissions

Team permissions decide which pages and data each team member can open or manage.

Watch how it is done

PhoneDesktop

Steps

1. Open Team.
2. Open the actions menu (⋮) on the team member’s card.
3. Select Team Permissions.
4. Switch on the permissions you want that person to have, and switch off the rest.
5. Select Save.

What happens once you save

razza applies the new set straight away. That person’s own menu catches up the next time they open razza, so ask them to sign out and back in if they are already signed in.

Their bookings, or the whole team’s

Without Can view the whole team's bookings, a team member sees only the bookings assigned to them, in the calendar, the lists and analytics. Switch it on and they see every booking in their branch.

Without it, they also book only services they perform themselves, and they can open a booking they share with a colleague but not change it, because editing that booking would change the colleague’s service too. So switch it on for anyone who books for the whole team, such as a receptionist.

Hiding customer details from a team member

The options under Privacy Restrictions work the other way round: switching one on takes something away from that person. They are off for everyone until you switch them on.

Hide customer contact info hides every customer’s mobile number, email and birthday. Hide the customers page takes the Customers page out of their menu, and they cannot open any customer’s record, even from a booking. They can still search for a customer in the booking form or when selling a product.

When a team member edits permissions

Give a team member Can manage team and they can change the permissions of colleagues in their own branch, within these limits: they cannot change their own, they can give only a permission they hold themselves, and they cannot give the permissions only you can give, listed below. If they switch on one they do not hold, razza refuses the save and tells them why. They also need Can view the whole team's bookings, or the Team page shows them only their own card.

The options under Privacy Restrictions work differently. A team member who edits permissions can switch one on for a colleague whether or not they have it themselves, and switch one off, even one you switched on, unless that same option is on for them. While one of these options is on for them, they cannot give Can manage team to anyone.

Permissions only you can give

Only you, as the owner, can give Can manage payments, Can manage expenses or Can view own commission. A team member who edits permissions sees these but cannot switch them on, even if they hold them, though they can switch one off for a colleague who has it. Only you see Can manage inventory in the list, under Management & Administration, so no one else can give it.

With Can view own commission, a team member sees their own commission only, never a colleague’s. With Can manage expenses, they record the expenses of their own branch.

Worth knowing

Permissions belong to a person, not to a job title, so two people in the same branch can differ. None of them restrict you as the owner, so there is nothing to grant yourself.

Leaving Can view prices off hides amounts from that person, notifications included. A few pages still show their amounts to anyone who can open them, such as Expenses, Product sales and Commissions. Can view services and Can manage services can show service prices, so leave those off too if service prices should stay hidden from them.

Some permissions belong to features razza switches on for each business separately, such as Can manage gift cards and Can view own commission. They always appear in the list, and do nothing for that person until the feature is on for your business.